Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
6,858,981
shares
|
$299 Million
0.01% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,663,904
shares
|
$204 Million
0.0% of portfolio
|
Q2 2024
Added 273.44%
|
|
|
Tensile Capital Management LP
Larkspur, CA |
Feb 14, 2025 Q4 2024 |
3,769,550
shares
|
$165 Million
20.89% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,527,604
shares
|
$154 Million
0.16% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Conestoga Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,261,595
shares
|
$98.7 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,129,099
shares
|
$92.9 Million
0.03% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,060,284
shares
|
$89.9 Million
0.56% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
1,521,537
shares
|
$66.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,513,660
shares
|
$66.1 Million
0.02% of portfolio
|
Q4 2024
Added 342.48%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,490,385
shares
|
$65 Million
0.05% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
1,437,588
shares
|
$62.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,397,779
shares
|
$61 Million
7.62% of portfolio
|
Q4 2024
Reduced 35.38%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,374,032
shares
|
$60 Million
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
1,337,758
shares
|
$58.4 Million
0.28% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,275,117
shares
|
$55.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,272,129
shares
|
$55.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,158,849
shares
|
$50.6 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,149,840
shares
|
$50.2 Million
0.02% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,063,711
shares
|
$46.4 Million
0.55% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
1,029,177
shares
|
$44.9 Million
0.11% of portfolio
|
Q4 2024
Added 74.93%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
1,016,425
shares
|
$44.4 Million
0.17% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Times Square Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
992,657
shares
|
$43.3 Million
0.81% of portfolio
|
Q4 2024
Reduced 40.04%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
851,127
shares
|
$37.1 Million
0.01% of portfolio
|
Q4 2024
Added 233.71%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
834,027
shares
|
$36.4 Million
0.03% of portfolio
|
Q4 2023
Added 21.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
824,299
shares
|
$36 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.53%
|